A free virtual event for financial advisers and private client professionals
Join us at this CPD-accredited* summit to hear from leading experts on inheritance tax, trusteeship, property, probate and much more.
This online event will offer valuable insights into the latest thinking on estate planning, outline the challenges and opportunities for advisers and provide unrivalled access to thought leaders in intergenerational services.
There will be masterclasses, panel discussions and opportunities to network at a series of informal round tables.
For further information, please contact: email@example.com
Register today for your front row seat
at a day of insight and inspiration.
Hot topics include:
- The inheritance economy –
could this be the greatest wealth transfer ever?
- Money and mortality – why informed planning is essential
- The changing face of estate planning advice
- Driving transparency in later life planning
- Planning across the generations
As a delegate, you will benefit from:
- Networking opportunities with sponsors and delegates
- CPD-accredited content*
- Estate planning surgeries
Spotlight on a Selection of our Guest Speakers
We are pleased to announce our confirmed Guest Speakers for the Virtual Summit.
Chartered Financial Planner
Stellar Asset Management
Senior Agency Partner
LinkedIn Marketing Solutions, London
The Ralstan Group
Acumen Financial Partnership Ltd
Chief Marketing Officer
Nova Growth Capital